 苹果AAPL |
| 7.15% | 7.8% | $3.87亿 | 155.9万股 | $3.57亿 | 149.0万股 | +7.0万股+4.67% | 加仓 |
 英伟达NVDA |
| 6.74% | 7.41% | $3.64亿 | 236.4万股 | $3.39亿 | 211.4万股 | +24.9万股+11.80% | 加仓 |
 微软MSFT |
| 4.57% | 5.38% | $2.47亿 | 66.2万股 | $2.46亿 | 67.1万股 | -9,239股-1.38% | 减仓 |
 美光科技MU |
| 3.46% | 1.28% | $1.87亿 | 16.2万股 | $5,834.0万 | 17.3万股 | -1.0万股-6.04% | 减仓 |
 亚马逊AMZN |
| 3.11% | 3.28% | $1.68亿 | 70.5万股 | $1.50亿 | 72.0万股 | -1.5万股-2.03% | 减仓 |
 AMD超威AMD |
| 2.68% | 1.16% | $1.45亿 | 25.0万股 | $5,304.4万 | 26.1万股 | -1.1万股-4.19% | 减仓 |
 谷歌AGOOGL |
| 2.57% | 2.55% | $1.39亿 | 38.9万股 | $1.17亿 | 40.5万股 | -1.6万股-3.97% | 减仓 |
 Meta平台META |
| 2.2% | 2.52% | $1.19亿 | 21.1万股 | $1.15亿 | 20.2万股 | +9,464股+4.70% | 加仓 |
 泛林集团LRCX |
| 2.17% | 1.23% | $1.17亿 | 27.1万股 | $5,646.1万 | 26.4万股 | +6,565股+2.48% | 加仓 |
 特斯拉TSLA |
| 2.03% | 2.2% | $1.10亿 | 26.1万股 | $1.01亿 | 27.1万股 | -1.0万股-3.73% | 减仓 |
 博通AVGO |
| 2.01% | 2.12% | $1.08亿 | 28.7万股 | $9,687.3万 | 31.3万股 | -2.6万股-8.30% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.8% | 1.73% | $9,722.3万 | 39.2万股 | $7,928.2万 | 27.6万股 | +11.5万股+41.68% | 加仓 |
 思科CSCO |
| 1.64% | 1.53% | $8,864.9万 | 75.5万股 | $6,993.1万 | 90.1万股 | -14.7万股-16.26% | 减仓 |
 沃尔玛WMT |
| 1.6% | 2.12% | $8,666.8万 | 76.5万股 | $9,690.1万 | 78.0万股 | -1.4万股-1.86% | 减仓 |
 英特尔INTC |
| 1.49% | 0.57% | $8,036.1万 | 57.6万股 | $2,616.9万 | 59.3万股 | -1.7万股-2.95% | 减仓 |
 应用材料AMAT |
| 1.37% | 0.74% | $7,385.3万 | 10.2万股 | $3,385.9万 | 9.9万股 | +3,085股+3.11% | 加仓 |
 NETFLIXNFLX |
| 1.13% | 1.75% | $6,091.5万 | 85.3万股 | $7,999.3万 | 83.2万股 | +2.1万股+2.55% | 加仓 |
| SSHELTON EQUITY PREMIUM INCOME ETFSEPI |
| 1.02% | 1.04% | $5,492.7万 | 197.2万股 | $4,758.0万 | 189.9万股 | +7.3万股+3.86% | 加仓 |
 Arista网络ANET |
| 0.95% | 0.86% | $5,114.6万 | 30.1万股 | $3,916.3万 | 31.9万股 | -1.8万股-5.61% | 减仓 |
 好市多COST |
| 0.91% | 1.29% | $4,934.2万 | 5.3万股 | $5,917.5万 | 5.9万股 | -6,642股-11.18% | 减仓 |
 科磊KLAC |
| 0.83% | 0.5% | $4,474.1万 | 14.8万股 | $2,279.0万 | 1.5万股 | +13.3万股+858.08% | 加仓 |
 安费诺APH |
| 0.83% | 0.54% | $4,466.2万 | 25.3万股 | $2,464.5万 | 19.5万股 | +5.8万股+29.86% | 加仓 |
 NetAppNTAP |
| 0.82% | 0.78% | $4,433.5万 | 28.6万股 | $3,578.4万 | 34.9万股 | -6.3万股-18.03% | 减仓 |
 迪士尼DIS |
| 0.77% | 0.87% | $4,185.3万 | 43.5万股 | $3,981.5万 | 41.3万股 | +2.2万股+5.26% | 加仓 |
 飞塔FTNT |
| 0.73% | 0.15% | $3,955.4万 | 25.7万股 | $700.3万 | 8.6万股 | +17.2万股+200.46% | 加仓 |
 林德LIN |
| 0.72% | 0.77% | $3,897.7万 | 7.5万股 | $3,532.4万 | 7.1万股 | +3,855股+5.41% | 加仓 |
| SSANDISK COMSNDK |
| 0.7% | 0.02% | $3,759.2万 | 1.7万股 | $110.7万 | 1,742股 | +1.5万股+849.08% | 加仓 |
 默沙东MRK |
| 0.67% | 0.67% | $3,631.9万 | 28.3万股 | $3,077.2万 | 25.6万股 | +2.7万股+10.49% | 加仓 |
 帕兰提尔PLTR |
| 0.64% | 0.98% | $3,480.8万 | 29.8万股 | $4,496.7万 | 30.7万股 | -9,062股-2.95% | 减仓 |
 德州仪器TXN |
| 0.61% | — | $3,312.0万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
 PALO ALTOPANW |
| 0.58% | 0.51% | $3,154.3万 | 9.2万股 | $2,329.0万 | 14.5万股 | -5.3万股-36.33% | 减仓 |
 雷神技术RTX |
| 0.58% | 0.58% | $3,141.7万 | 16.6万股 | $2,662.0万 | 13.8万股 | +2.8万股+19.99% | 加仓 |
| BBANK OF AMERBAC |
| 0.58% | 0.52% | $3,133.5万 | 55.0万股 | $2,391.7万 | 49.1万股 | +5.9万股+12.09% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.58% | $3,106.5万 | 6.2万股 | $2,650.3万 | 5.5万股 | +6,776股+12.25% | 加仓 |
 康菲石油COP |
| 0.56% | 0.8% | $3,036.5万 | 29.2万股 | $3,638.6万 | 27.6万股 | +1.6万股+5.96% | 加仓 |
 SOUTHWEST AIRLS COMLUV |
| 0.56% | 0.39% | $3,004.6万 | 58.4万股 | $1,773.6万 | 47.2万股 | +11.2万股+23.77% | 加仓 |
 迈威尔MRVL |
| 0.54% | 0.21% | $2,912.4万 | 9.8万股 | $952.2万 | 9.6万股 | +1,633股+1.70% | 加仓 |
 强生JNJ |
| 0.53% | 0.33% | $2,888.5万 | 11.4万股 | $1,517.0万 | 6.2万股 | +5.2万股+83.26% | 加仓 |
| EEBAY COMEBAY |
| 0.53% | 0.49% | $2,858.3万 | 25.6万股 | $2,247.7万 | 24.7万股 | +8,833股+3.58% | 加仓 |
 直觉外科ISRG |
| 0.5% | 0.64% | $2,720.4万 | 6.8万股 | $2,920.9万 | 6.3万股 | +5,046股+7.96% | 加仓 |
 卡特彼勒CAT |
| 0.5% | 0.48% | $2,704.4万 | 2.5万股 | $2,187.7万 | 3.1万股 | -5,484股-17.76% | 减仓 |
 礼来LLY |
| 0.49% | 0.42% | $2,638.4万 | 2.2万股 | $1,924.9万 | 2.1万股 | +1,068股+5.10% | 加仓 |
 通用汽车GM |
| 0.48% | 0.47% | $2,612.8万 | 33.9万股 | $2,168.3万 | 29.1万股 | +4.8万股+16.46% | 加仓 |
 西部数据WDC |
| 0.48% | 0.25% | $2,607.6万 | 4.1万股 | $1,145.5万 | 4.2万股 | -1,524股-3.60% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.48% | 0.44% | $2,584.3万 | 26.9万股 | $2,028.5万 | 28.0万股 | -1.1万股-3.96% | 减仓 |
 可口可乐KO |
| 0.48% | 0.38% | $2,569.6万 | 31.6万股 | $1,727.0万 | 22.7万股 | +8.9万股+39.23% | 加仓 |
 阿卡迈AKAM |
| 0.47% | 0.59% | $2,564.3万 | 21.7万股 | $2,706.2万 | 23.6万股 | -1.9万股-7.94% | 减仓 |
 AFLAC COMAFL |
| 0.47% | 0.5% | $2,563.4万 | 21.9万股 | $2,264.6万 | 20.6万股 | +1.2万股+5.91% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.47% | 0.51% | $2,538.1万 | 27.6万股 | $2,333.3万 | 25.3万股 | +2.3万股+9.04% | 加仓 |
 威瑞森VZ |
| 0.46% | 0.46% | $2,503.6万 | 59.1万股 | $2,124.4万 | 42.3万股 | +16.8万股+39.73% | 加仓 |
